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AQWA vs SPY

Comparison between GLOBAL X CLEAN WATER ETF (AQWA, ETF) and SPDR S&P 500 ETF Trust (SPY, ETF).

5-Year PerformanceSPY has outperformed AQWA, delivering a return of +13.0% compared to +4.5%

AQWA vs SPY - Performance Comparison

Key Characteristics

Financial metrics and valuation ratios

Net Assets
AQWA
$24M
Winner
SPY
$781B
Expense Ratio
AQWA
0.50%
Winner
SPY
0.09%
Max Drawdown
Winner
AQWA
30.30%
SPY
56.47%
Sharpe Ratio
AQWA
-0.15
Winner
SPY
1.25
5Y Beta
Winner
AQWA
0.59
SPY
1.00
P/E Ratio
Winner
AQWA
24.65
SPY
28.78
Forward P/E
Winner
AQWA
19.92
SPY
21.23
PEG Ratio
AQWA
0.87
SPY
N/A
5Y Dividends CAGR
Winner
AQWA
48.91%
SPY
6.00%
5Y EPS CAGR
AQWA
13.65%
Winner
SPY
25.62%
Debt to Equity
AQWA
54.07%
Winner
SPY
31.92%
P/S Ratio
Winner
AQWA
2.64
SPY
3.76
P/B Ratio
Winner
AQWA
3.21
SPY
5.64

AQWA vs SPY - Holdings Comparison

AQWA and SPY have 5 common holdings. Overlap is 0.11%

AQWA's top 25 holdings weight is 92.71%. SPY's top 25 holdings weight is 51.74%.

RankAQWASPY
#1
AMERICAN WATER WORKS CO INC (AWK) - 8.42%
NVIDIA CORP (NVDA) - 7.89%
#2
XYLEM INC (XYL) - 8.06%
APPLE INC (AAPL) - 7.37%
#3
FERGUSON ENTERPRISES INC (FERG) - 7.63%
MICROSOFT CORP (MSFT) - 4.50%
#4
PENTAIR PLC (PNR) - 6.38%
AMAZON.COM INC (AMZN) - 3.82%
#5
UNITED UTILITIES GROUP PLC CLASS A (n/a) - 6.28%
ALPHABET INC CLASS A (GOOGL) - 3.33%
#6
WATTS WATER TECHNOLOGIES INC CLASS A (WTS) - 5.05%
BROADCOM INC (AVGO) - 2.86%
#7
ESSENTIAL UTILITIES INC (WTRG) - 4.63%
ALPHABET INC CLASS C (GOOG) - 2.68%
#8
SEVERN TRENT PLC (n/a) - 4.39%
META PLATFORMS INC CLASS A (META) - 2.29%
#9
ADVANCED DRAINAGE SYSTEMS INC (WMS) - 4.21%
TESLA INC (TSLA) - 1.70%
#10
ZURN ELKAY WATER SOLUTIONS CORP (ZWS) - 4.04%
MICRON TECHNOLOGY INC (MU) - 1.56%
#11
CORE & MAIN INC CLASS A (CNM) - 3.69%
JPMORGAN CHASE & CO (JPM) - 1.42%
#12
A.O. SMITH CORP (AOS) - 3.59%
ELI LILLY AND CO (LLY) - 1.40%
#13
PRIMO BRANDS CORP ORDINARY SHARES CLASS A (PRMB) - 3.40%
BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.37%
#14
KURITA WATER INDUSTRIES LTD (n/a) - 3.20%
ADVANCED MICRO DEVICES INC (AMD) - 1.32%
#15
BADGER METER INC (BMI) - 2.40%
EXXONMOBIL HOLDINGS CORP (XOM) - 0.92%
#16
FRANKLIN ELECTRIC CO INC (FELE) - 2.31%
JOHNSON & JOHNSON (JNJ) - 0.91%
#17
MUELLER WATER PRODUCTS INC CLASS A SHARES (MWA) - 2.20%
VISA INC CLASS A (V) - 0.90%
#18
COWAY (n/a) - 1.91%
WALMART INC (WMT) - 0.76%
#19
AMERICAN STATES WATER CO (AWR) - 1.88%
INTEL CORP (INTC) - 0.75%
#20
BEIJING CAPITAL ECO-ENVIRONMENT PROTECTION GROUP CO LTD CLASS A (n/a) - 1.79%
APPLIED MATERIALS INC (AMAT) - 0.70%
#21
CALIFORNIA WATER SERVICE GROUP (CWT) - 1.71%
CISCO SYSTEMS INC (CSCO) - 0.68%
#22
GUANGDONG INVESTMENT LTD (n/a) - 1.55%
MASTERCARD INC CLASS A (MA) - 0.66%
#23
COMPANIA DE SANEAMENTO DE MINAS GERAIS COPASA MG (n/a) - 1.42%
ABBVIE INC (ABBV) - 0.66%
#24
ORGANO CORP (n/a) - 1.37%
CATERPILLAR INC (CAT) - 0.65%
#25
H2O AMERICA (HTO) - 1.20%
LAM RESEARCH CORP (LRCX) - 0.64%
Total Holdings43505

AQWA vs SPY - Historical Returns

Returns include dividend reinvestment.

1M
AQWA
-0.12%
Winner
SPY
+0.52%
3M
AQWA
-2.24%
Winner
SPY
+6.55%
6M
AQWA
-4.12%
Winner
SPY
+9.76%
1Y
AQWA
+0.38%
Winner
SPY
+20.32%
5Y(CAGR)
AQWA
+4.54%
Winner
SPY
+13.01%
10Y(CAGR)
AQWA
N/A
SPY
+15.06%
Max(CAGR)
AQWA
+5.58%
Winner
SPY
+8.50%

AQWA vs SPY - Annual Returns (1999 - 2026)

Returns include dividend reinvestment.

YearAQWASPY
2026+0.21%+10.11%
2025+14.31%+18.00%
2024+5.80%+25.59%
2023+20.13%+26.72%
2022-18.89%-18.64%
2021+15.85%+30.52%
2020N/A+17.28%
2019N/A+31.09%
2018N/A-5.24%
2017N/A+20.78%
2016N/A+13.59%
2015N/A+1.31%
2014N/A+14.56%
2013N/A+29.00%
2012N/A+14.17%
2011N/A+0.85%
2010N/A+13.14%
2009N/A+22.67%
2008N/A-36.25%
2007N/A+5.32%
2006N/A+13.85%
2005N/A+5.32%
2004N/A+10.75%
2003N/A+24.18%
2002N/A-22.42%
2001N/A-10.13%
2000N/A-8.84%
1999N/A+8.61%

AQWA vs SPY Drawdown Comparison

The maximum drawdown for AQWA was -29.44%, occurring on Oct 14, 2022. Recovery took 544 trading sessions.

The maximum drawdown for SPY was -55.20%, occurring on Mar 9, 2009. Recovery took 1224 trading sessions.

The current AQWA drawdown is -9.14%. The current SPY drawdown is -1.24%.

RankAQWASPY
#1-29.44%
Dec 31, 2021 - Mar 4, 2024		-55.20%
Oct 9, 2007 - Aug 16, 2012
#2-14.42%
Oct 16, 2024 - May 16, 2025		-47.50%
Mar 24, 2000 - Oct 26, 2006
#3-12.34%
Feb 26, 2026 - May 19, 2026		-33.70%
Feb 19, 2020 - Aug 10, 2020
#4-8.54%
May 15, 2024 - Sep 19, 2024		-24.50%
Jan 3, 2022 - Dec 13, 2023
#5-8.04%
Sep 2, 2021 - Nov 19, 2021		-19.34%
Sep 20, 2018 - Apr 12, 2019
#6-7.69%
Aug 27, 2025 - Jan 22, 2026		-18.76%
Feb 19, 2025 - Jun 26, 2025
#7-5.47%
Mar 21, 2024 - May 6, 2024		-13.02%
Jul 20, 2015 - Apr 18, 2016
#8-4.98%
Nov 22, 2021 - Dec 27, 2021		-10.10%
Jan 26, 2018 - Aug 6, 2018
#9-3.66%
May 10, 2021 - May 26, 2021		-9.44%
Sep 2, 2020 - Nov 11, 2020
#10-3.41%
Jun 15, 2021 - Jul 7, 2021		-9.30%
Jan 19, 2000 - Mar 17, 2000
#11-2.59%
Jul 1, 2025 - Aug 7, 2025		-9.05%
Jul 19, 2007 - Oct 5, 2007
#12-2.31%
Aug 13, 2021 - Sep 1, 2021		-8.88%
Jan 27, 2026 - Apr 14, 2026
#13-2.16%
Sep 30, 2024 - Oct 16, 2024		-8.41%
Jul 16, 2024 - Sep 19, 2024
#14-1.78%
May 19, 2025 - May 27, 2025		-7.35%
Sep 14, 2012 - Jan 2, 2013
#15-1.77%
Apr 22, 2021 - May 7, 2021		-7.27%
Sep 18, 2014 - Oct 31, 2014

Correlation

Correlation between AQWA and SPY is 0.94 which considered as a very strong positive correlation - the stocks move almost identically together.

0.94
-101

Dividend Comparison (1999 - 2026)

AQWA vs SPY dividend yield comparison.

YearAQWASPY
20260.67%0.49%
20251.47%1.07%
20241.40%1.21%
20231.53%1.40%
20221.56%1.65%
20211.19%1.20%
20200.00%1.52%
20190.00%1.75%
20180.00%2.04%
20170.00%1.80%
20160.00%2.03%
20150.00%2.06%
20140.00%1.87%
20130.00%1.81%
20120.00%2.18%
20110.00%2.05%
20100.00%1.80%
20090.00%1.95%
20080.00%3.02%
20070.00%1.85%
20060.00%1.73%
20050.00%1.73%
20040.00%1.82%
20030.00%1.47%
20020.00%1.70%
20010.00%1.25%
20000.00%1.15%
19990.00%0.24%

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